The Putney Financial Group LLC works exclusively with individuals, families, retirement plans, and select endowments and foundations. We are very fortunate to have a wide range of extremely interesting clients. Our clients predominately live in the San Francisco Bay and Sonoma/Napa County areas of California.

Our clients tend to be active and busy individuals who understand and appreciate the value of working with a trusted financial partner in the management of their personal affairs. As we work together, our clients seek our input on more financial issues and delegate a greater number of tasks to us.

The following references may be of interest to our clients:

• Our Client Relationship Summary (CRS)

• Financial Industry Regulatory Authority (FINRA)

• Security and Exchange Commission (SEC)

• Pershing LLC

• Portsmouth Financial Services

• Investopedia

• Registered Investment Advisor description

Financial Calculators

Need help figuring out finances related to investments, retirement, mortgage loans, car loans, debt and credit card management? Click here to view and download free online financial calculators or choose below from the list that supports your smart phone or device: 

• Android

• iPhone

• Windows Phone